SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,510 | +60.9% | 7,586 | +72.4% | 0.03% | +76.5% |
| Q1 2023 | $206,074 | -11.2% | 4,401 | -13.1% | 0.02% | -34.6% |
| Q2 2022 | $232,000 | -31.2% | 5,065 | -28.0% | 0.03% | -23.5% |
| Q1 2022 | $337,000 | -30.5% | 7,030 | -24.9% | 0.03% | -29.2% |
| Q4 2021 | $485,000 | -15.4% | 9,367 | -15.7% | 0.05% | -23.8% |
| Q3 2021 | $573,000 | +28.5% | 11,117 | +29.9% | 0.06% | +23.5% |
| Q2 2021 | $446,000 | +113.4% | 8,561 | +111.2% | 0.05% | +88.9% |
| Q1 2021 | $209,000 | – | 4,053 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodman Advisory Group, LLC | 183,973 | $8,393 | 4.88% |
| BAILARD, INC. | 1,941,326 | $88,563,292 | 3.37% |
| Aquire Wealth Advisors, LLC | 140,523 | $6,410,659 | 3.19% |
| Revolve Wealth Partners, LLC | 234,287 | $10,688,154 | 3.06% |
| One Wealth Advisors, LLC | 269,593 | $12,298,833 | 2.81% |
| ONE Advisory Partners, LLC | 92,688 | $4,228,427 | 2.70% |
| Wealthfront Advisers LLC | 11,806,214 | $538,599,483 | 2.61% |
| Alliance Wealth Management Group | 124,336 | $5,672,208 | 2.07% |
| New Potomac Partners, LLC | 58,632 | $2,674,792 | 1.98% |
| Wealth CMT | 79,200 | $3,613 | 1.92% |